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Portfolio (Quarterly) Guide ↗

Mine & Arao Wealth Creation & Management, LLC.

· CIK 0001802994
13F Portfolio $238M AUM 75 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 Added 23 Reduced 1 Exited
Page 1 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 71,729.0 $41.4M 17.37% -2K -3.3% $577.17 +26.9%
2 SPY STATE STR SPDR S&P 500 ETF T Financial Services 55,958.0 $36.4M 15.27% -1K -2.2% $650.34 +15.7%
3 DIA STATE STR SPDR DOW JONES IND Financial Services 52,060.0 $24.1M 10.12% -1K -2.1% $463.19 +9.3%
4 AAPL APPLE INC Technology 87,670.0 $22.2M 9.34% -2K -2.0% $253.79 +22.7%
5 NVDA NVIDIA CORPORATION Technology 83,049.0 $14.5M 6.08% -4K -4.3% $174.40 +21.6%
6 AMZN AMAZON COM INC Consumer Cyclical 63,520.0 $13.2M 5.55% -376.0 -0.6% $208.27 +29.7%
7 GOOG ALPHABET INC Communication Services 35,603.0 $10.2M 4.29% -813.0 -2.2% $286.86 +34.5%
8 GOOGL ALPHABET INC Communication Services 11,445.0 $3.3M 1.38% -240.0 -2.0% $287.55 +35.4%
9 MSFT MICROSOFT CORP Technology 4,806.0 $1.8M 0.75% -188.0 -3.8% $370.17 +15.0%
10 IYY ISHARES TR 10,620.0 $1.7M 0.71% -77.0 -0.7% $158.44 +15.1%
11 BERKSHIRE HATHAWAY INC DEL 3,488.0 $1.7M 0.70% -25.0 -0.7% $479.20
12 MA MASTERCARD INCORPORATED Financial Services 2,460.0 $1.2M 0.52% -17.0 -0.7% $499.75 -1.5%
13 KO COCA COLA CO Consumer Defensive 13,458.0 $1.0M 0.43% -110.0 -0.8% $76.05 +6.2%
14 LRCX LAM RESEARCH CORP Technology 4,710.0 $1.0M 0.42% -300.0 -6.0% $213.66 +48.1%
15 META META PLATFORMS INC Communication Services 1,702.0 $974K 0.41% -16.0 -0.9% $572.11 +11.3%
16 PAVE GLOBAL X FDS 15,317.0 $778K 0.33% -100.0 -0.7% $50.81 +10.2%
17 EFA ISHARES TR 7,911.0 $768K 0.32% -100.0 -1.2% $97.13 +7.7%
18 ORCL ORACLE CORP Technology 5,207.0 $766K 0.32% -91.0 -1.7% $147.11 +34.2%
19 IJK ISHARES TR 6,133.0 $617K 0.26% -46.0 -0.7% $100.62 +12.2%
20 DIS DISNEY WALT CO Communication Services 5,272.0 $508K 0.21% -33.0 -0.6% $96.37 +8.0%
Page 1 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 58.5%
Technology 20.8%
Communication Services 8.2%
Consumer Cyclical 7.1%
Industrials 2.6%
Consumer Defensive 1.4%
Healthcare 1.3%
Real Estate 0.2%